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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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10/06/11 9:53am PDT
Viewed by asker 10/06/11 1:55pm PDT

Asking clients questions about transactions

US QuickBooks Premier

Is there any way to post questions or comments to specific transactions (e.g. Checks) that the client can see and respond to? For transactions in a Suspense or Ask Accountant account.

I'm looking for a way to ask clients questions about transactions that we need more information on to make sure the are coded correctly.  I want to be able to ask the question with a note on the transaction and have the client be able to respond back on the same note, but I would also like to have a report the clients can see that shows all the transactions we have questions when they open QB on and for us to be able to see what questions have been answered the next time we open their QB.

I know 2012 has a notes feature for some transactions, but not Checks, which is where most of the day-to-day coding questions come up.

Any suggestions, work-arounds, or add-on options?

This post was last audited: 10/07/11 8:43am PDT
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10/06/11 10:30am PDT

I always create a "questions for Mary Smith" acct. and use that.  Then when I have a question on a transaction that may not be properly coded, I attach that question acct to the transaction (for a check, I would tab down one line, enter zero for the amt.) and then use the memo line for my question.

This way the client can access the a transactions that I have questions regarding by clicking on that question acct only.  Or when I am finished, I leave the report on the question acct. open on the screen in QuickBooks so they can answer them for me right away.

If this answers your question, please mark this question as “SOLVED”. Also, please fill out the survey you will receive to help make the community better.

Lynda Artesani
Artesani Bookkeeping

www.artesanibookkeeping.com
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Great idea!  I hadn't thought of using an extra account line to flag it!

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